Capstone Partners Financial and Insurance Services, LLC is a full-service financial service firm in Southern California committed to helping our clients pursue their financial goals. We are a general agency of Massachusetts Mutual Life Insurance Company. Capstone Partners offer access to a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information. Please call us if you have any questions about our firm or the range of financial products and services we provide.

Financial advice for the long run-since 1935 the people of DA Davidson & Co. have built our business around the individual investor.  Our relationships-with clients, employees and communities-are built on genuine care and mutual respect.  We seek to contribute to those around us, to our communities, and to our region, everyday.

Serving high-net-worth households, seniors and individuals in marital transition, The Eddy & Schein Group provide customized personal financial management through problem-solving that allows clients to lead less stressful and more fulfilling lives.

Green Dot Corporation, along with its wholly owned subsidiary bank, Green Dot Bank, is a pro-consumer financial technology innovator with a mission to reinvent personal banking for the masses. Green Dot invented the prepaid debit card industry and is the largest provider of reloadable prepaid debit cards and cash reload processing services in the United States. Green Dot is also a leader in mobile technology and mobile banking with its award-winning GoBank mobile checking account. Through its wholly owned subsidiary, TPG, Green Dot is additionally the largest processor of tax refund disbursements in the U.S. Green Dot's products and services are available to consumers through a large-scale "branchless bank" distribution network of more than 100,000 U.S. locations, including retailers, neighborhood financial service center locations, and tax preparation offices, as well as online, in the leading app stores and through leading online tax preparation providers. Green Dot Corporation is headquartered in Pasadena, Calif., with additional facilities throughout the United States and in Shanghai, China.

The Los Angeles County Employees Retirement Association (LACERA) administers and manages the retirement fund for the County of Los Angeles. We are the largest county retirement system in the U.S., serving more than 158,000 members. Our membership is comprised of individuals from a diverse range of careers, age groups, and ethnicities - all contributing to the greater welfare of Los Angeles County. LACERA has been providing retirement, disability, and death benefits to eligible County employees, retirees, and their beneficiaries since 1938.

As a Financial Advisor, I am a trusted member of the clients and businesses that I serve. My responsibility is to ensure that I manage my clients’ wealth in order for them to live their best financial lives possible. My specialty is making you feel comfortable with your finances by distilling the complex. My team takes complicated financials, organizes them, simplifies them into a manner that can be explained and understood, and creates financial plans so that you are protected and taken care of. I do this through a holistic approach by looking at your priorities, life goals, family dynamics, and many other factors to prepare your future, including transitioning wealth to the next generation.

As a licensed Agent with New York Life and NYLIFE Securities LLC, I offer a variety of products that can help you meet a number of insurance and financial services’ needs, including, but not limited to Qualified/ Nonqualified plans, investments, retirement planning, Long Term Care Insurance/Strategies and lifetime income strategies. My services are specifically tailored to each individual, or individual business, to accomplish their overall financial and retirement goals. For the business owner, I provide products and strategies to increase their employee benefits packages without affecting their bottom line, or at cost if they so choose.

"Since 1971, Robert Hall & Associates has built a reputable track record helping individuals and businesses of all sizes with day-to-day accounting and tax issues. Our mission is to provide clients with innovative, yet practical solutions that will improve profitability, anticipate needs, and provide our clients with the highest level of customer service. With over 45 years of professional tax experience, we can identify a number of deductions to help you save on individual and business taxes."

Are you looking for a firm large enough to offer a full array of accounting, taxation, consulting, and business management services, but small enough to know you on a personal level? Then look no further. Stanislawski and Company, Inc. started over 50 years ago as a small operation, and has grown today to include numerous CPA's and Enrolled Agents with Master Degrees in Taxation, each offering top-notch credentials and experience. Whether you need accounting, tax planning, tax return preparation, personal financial planning, estate and trust, small business consulting, business management or a full complement of other individualized services, we will give you the full resources you would expect only from a large accounting firm while maintaining the personal touch.

Millions of investors and independent registered investment advisors (RIAs) have turned to TD Ameritrade's (NASDAQ: AMTD) technology, people and education to help make investing and trading easier to understand and do. Online or over the phone. In a branch or with an independent RIA. First-timer or sophisticated trader. Our clients want to take control, and we help them decide how bringing Wall Street to Main Street for more than 36 years. An official sponsor of the 2012 U.S. Olympic Team, TD Ameritrade has time and again been recognized as a leader in investment services. Please visit TD Ameritrade's newsroom or www.amtd.com for more information.

Assets Management, Brokerage & Financial Planning